Velarion · Company Intelligence
Compensation Brief
Fiscal year 2025 · Filings through 2026-08-14

Oportun Financial (OPRT)

Fiscal year 2025 executive and director compensation, incentive-plan design, equity activity, and governance — every figure in this brief is traceable to its exact location in the company’s SEC filing — the document, the section, the page, and the table, linked directly.

$4,327,855
Raul Vazquez total, FY2025
22nd
CEO pay percentile vs peers
CEO-to-median pay ratio
95.92%
Say-on-pay support, latest vote
Companies that benchmark against OPRT
2 companies name OPRT as a compensation peer

Each company listed discloses OPRT in its own benchmarking peer group, as disclosed in each company's most recent proxy statement within the last two proxy seasons. Two companies are therefore absent by design: one that named OPRT in an earlier year and no longer does, and one whose own most recent disclosure is older than the last two seasons.

01

Summary Compensation Table — fiscal year 2025

Named executive officerSalaryBonusStock awardsOption awardsNon-equity incentivePension / NQDCAll otherTotal
Raul Vazquez$716,155$0$2,862,000$0$749,700$0$0$4,327,855
Chief Executive Officer
Patrick Kirscht503,29901,653,9110370,224002,527,434
Chief Credit Officer
Kathleen Layton414,23101,220,6150233,279001,868,125
Chief Legal Officer and Corporate Secretary

A dash means the company reported no figure in that column; 0 means it reported zero. Figures are as printed in the filing, without adjustment.

Three-year trend — total compensation per named executive

Named executive officerFY2025 totalFY2024 totalFY2023 totalΔ FY20242025
Raul Vazquez$4,327,855$1,894,102$1,694,535+2,433,753
Patrick Kirscht2,527,4341,289,720843,913+1,237,714
Kathleen Layton1,868,125790,917886,093+1,077,208

Prior-year totals as disclosed in the corresponding proxy; deltas are computed values with the derivation shown in the register.

02

Equity transactions since the proxy statement was filed

No insider equity transactions reported since the proxy statement.

03

Grants of plan-based awards — fiscal year 2025

ExecutiveAwardGrant dateThresholdTargetGrantedMaximumGrant-date fair value
Patrick KirschtPSU2025-04-0213,78773,530114,707$509,563
Patrick KirschtRSU2025-04-02110,295638,608
Patrick KirschtRSU2025-12-3195,603505,740
Kathleen LaytonPSU2025-04-029,19149,02076,471339,709
Kathleen LaytonRSU2025-04-0273,530425,739
Kathleen LaytonRSU2025-12-3186,043455,167
Raul VazquezRSU2025-04-02225,0001,302,750
Raul VazquezPSU2025-04-0242,188225,000351,00015,592,500
03b

Vehicle mix — grant-date fair value by award type

Named executive officerTime-vested (RSU)Performance-vested (PSU)Options / SARs% performance-vested
Patrick Kirscht$1,144,348$509,563$030.8%
Kathleen Layton880,906339,709027.8%
Raul Vazquez1,302,75015,592,500092.3%

% performance-vested = PSU grant-date fair value ÷ (RSU + PSU + Options), a computed value with the derivation shown in the register.

04

Outstanding equity awards at fiscal year-end 2025

ExecutiveAwardShares unvestedExercise priceMarket value unvested
Raul VazquezRSU58,788$310,989
Raul VazquezRSU225,0001,190,250
Patrick KirschtRSU110,295583,461
Raul VazquezRSU101,782538,427
Raul VazquezRSU38,168201,909
Patrick KirschtRSU95,603505,740
Kathleen LaytonRSU86,043455,167
Kathleen LaytonRSU73,530388,974
Kathleen LaytonRSU49,020259,316
Patrick KirschtRSU73,530388,974
Patrick KirschtRSU53,818284,697
Raul VazquezRSU49,491261,807
Raul VazquezRSU44,090233,236
Patrick KirschtRSU21,211112,206
Kathleen LaytonRSU20,357107,689
Patrick KirschtRSU20,181106,757
Kathleen LaytonRSU18,05195,490
Patrick KirschtRSU16,44787,005
Patrick KirschtRSU12,33465,247
Kathleen LaytonRSU7,63340,379
Kathleen LaytonRSU2,55713,527
Raul VazquezOption145,45319.69
Raul VazquezOption140,55118.04
Raul VazquezOption193,36419
Raul VazquezOption72,13621.26
Raul VazquezOption104,57513.39
Kathleen LaytonOption8,52219.69
Kathleen LaytonOption4,02224.86
Kathleen LaytonOption3,93525.41
Kathleen LaytonOption9,16419
Kathleen LaytonOption5,85721.26
Kathleen LaytonOption16,20213.26
Patrick KirschtOption45,45319.69
Patrick KirschtOption70,27518.04
Patrick KirschtOption82,87119
Patrick KirschtOption30,91621.26
Patrick KirschtOption44,81813.39
05

Incentive-plan design — the Compensation Discussion & Analysis

The Company's compensation program is designed to attract, motivate, and retain highly qualified executives, reward them for achieving rigorous corporate and individual objectives, and align their long-term interests with those of stockholders by emphasizing variable, performance-based compensation.

CEO STI target (% of salary)
CEO LTI target (% of salary)
Independent consultantWillis Towers Watson
Clawback policytrue
Anti-hedgingtrue
Anti-pledgingtrue
06

Say-on-pay — recent advisory votes

Meeting yearMeeting dateForAgainstAbstainSupportOutcome
20262026-08-1124,589,5091,046,016359,72195.92%Passed
20252025-07-1825,769,7662,853,7933,021,43090.03%Passed
20242024-06-2614,271,4951,877,08780,26988.38%Passed
20232023-06-0611,205,3033,777,6011,297,23374.79%Passed
20222022-06-1420,808,056730,8803,27196.61%Passed
20212021-06-0818,844,0701,056,17913,99894.69%Passed

Rows are labeled by annual-meeting year, with the meeting date beside each; the vote held in a given year acts on the prior fiscal year's compensation.

Say-on-pay — history, company's computation

Meeting yearMeeting dateApproval — company's computation
20262026-08-1195.92%a
20252025-07-1890.03%b
20242024-06-2688.38%c

a. Voting standard not stated in the filing.

b. Voting standard not stated in the filing.

c. Voting standard not stated in the filing.

Approval percentages are the company's own reported computations under its own stated standard, not recomputed by Velarion. Where a company does not state a standard, none is assumed.

08

Director compensation — fiscal year 2025

DirectorCash feesStock awardsOption awardsNon-equity incentiveAll otherTotal
Louis P. MiramontesIndependent · Lead Independent Director · Audit and Risk Committee$67,956$132,462$200,417
Sandra A. SmithIndependent · Audit and Risk Committee (Chair) · Credit Risk and Finance Committee · Not standing for re-election66,508111,254177,761
Ginny LeeIndependent · Compensation and Leadership Committee · Nominating, Governance and Social Responsibility Committee (Chair)61,917111,254173,171
Mohit DaswaniIndependent · Audit and Risk Committee · Compensation and Leadership Committee (Chair) · Newly elected60,058111,254171,312
Richard TamborIndependent · Credit Risk and Finance Committee (Chair) · Nominating, Governance and Social Responsibility Committee57,861111,254169,115
Carlos MinettiIndependent · Credit Risk and Finance Committee · Nominating, Governance and Social Responsibility Committee55,032111,254166,285
Jo Ann BarefootIndependent · Credit Risk and Finance Committee · Nominating, Governance and Social Responsibility Committee · Not standing for re-election55,032111,254166,285
Warren WilcoxIndependent · Audit and Risk Committee · Compensation and Leadership Committee28,893105,179134,072
R. Neil WilliamsNot independent · Departed during FY46,018046,018
Scott ParkerNot independent · Departed during FY26,828026,828
Douglas BlandEmployee director0
09

Board fee structure and ownership guideline

Annual cash retainer$50,000
Annual equity retainer$125,000
Per board meeting fee
Committee chair fees (audit / comp / nom-gov)20,000
Stock ownership guideline$5
09b

Total cost of the board

ComponentFY2025
Cash retainers and fees$526,103
Equity awards (grant-date value)$905,165
All other compensation$0
Total cost of the board$1,431,268

Computed as the sum of the director compensation table rows above; inputs and formula shown in the register.

10

Disclosed peer group — fiscal year 2025

The compensation peer group as the company disclosed it in its own proxy — the reference set behind the percentile above.

10a

Peer reciprocity

Of the companies Oportun Financial names as compensation peers, which name it back in their own disclosed peer groups. A peer set the market reciprocates reads differently from one selected in a single direction.

Reciprocity shown where the peer's own current proxy has been read — each mark is cited in the register to that peer's filing. A dash means the peer's current proxy was read and names no reciprocal group including Oportun Financial.

10b

Chief executive pay against the peer group

Most recent fiscal-year chief executive compensation at each disclosed peer, taken from that company's own proxy statement.

RankCompanyFYChief executiveSalaryStock awardsOption awardsNon-equity incentiveTotal
1SoFi Technologies2025Anthony Noto$1,000,000$25,308,941$0$2,760,000$30,275,733
2Enova International2025David Fisher1,030,3854,121,4063,969,3971,519,81511,703,176
3PROG Holdings2025Steven Michaels1,000,0007,424,43201,408,5009,880,430
4Upstart Holdings2025Dave Girouard536,66708,597,565536,6039,670,835
5MoneyLion2023Diwakar Choubey650,0004,848,284006,595,566
6LendingTree2025Scott Peyree507,3083,848,9750521,9094,888,692
7LendingClub2025Scott Sanborn575,0002,690,86501,004,8134,823,478
8Oportun Financial2025Raul Vazquez716,1552,862,0000749,7004,327,855
9Atlanticus2025Jeffrey Howard850,000238,503002,099,003
10OppFi2025Todd Schwartz461,5381,137,204001,599,726

Each peer's compensation is from its most recently filed proxy; fiscal years differ by company. Each peer's figures come from its own filings; the subject company is highlighted. Peers whose chief executive compensation is outside our coverage universe are stated as such, never left blank.

10c

Incentive design against the same peers

CompanyAnnual incentive payoutLong-term vehicle mixPSU measures include TSRCompensation consultant
Oportun Financialnot disclosedRSU 60 · PSU 40not disclosedWillis Towers Watson
Atlanticusnot disclosedRSU 100not disclosednot disclosed
Enova International142%RSU 50 · Options 50not disclosedWillis Towers Watson
LendingClub116.5%PSU 41 · RSU 34 · Cash LTI 25Yes — Relative TSRFW Cook
LendingTree119%RSU 50 · PSU 50NoFW Cook
MoneyLionnot disclosednot disclosednot disclosednot disclosed
OppFinot disclosednot disclosednot disclosedFrederic W. Cook & Co. Inc.
PROG Holdings93.9%PSU 70 · RSU 30Yes — Relative TSRExequity
SoFi Technologies138%RSU 50 · PSU 50NoCompensia, Inc.
Upstart Holdings100.95%Options 100not disclosedCompensia

Read from each company's Compensation Discussion and Analysis: annual incentive payout as a percentage of target, the disclosed long-term vehicle mix, whether performance-share measures include a total shareholder return component, and the retained compensation consultant. “Not disclosed” appears only where the company's filing does not state the item.

11

Source register

Each figure's location is given both for the eye (section · page · table · row · column) and for a script (table/row/column index and exact character span in the filed document). Any figure can be independently confirmed against the source.

#SupportsDocumentFiledAccessionLocation in document
1Section 01, Raul VazquezDEF 14A2026-06-290001140361-26-026773Section “Executive Compensation”. As printed: 4,327,855. Filing ↗machine: r2 · c22 · span 969390–969399
2Section 01, Patrick KirschtDEF 14A2026-06-290001140361-26-026773Section “Executive Compensation”. As printed: 2,527,434. Filing ↗machine: r8 · c22 · span 993941–993950
3Section 01, Kathleen LaytonDEF 14A2026-06-290001140361-26-026773Section “Executive Compensation”. As printed: 1,868,125. Filing ↗machine: r5 · c22 · span 982032–982041
4Section 03, Patrick Kirscht PSUDEF 14A2026-06-290001140361-26-026773Section “Executive Compensation” · grants of plan-based awards table. Filing ↗
5Section 03, Patrick Kirscht RSUDEF 14A2026-06-290001140361-26-026773Section “Executive Compensation” · grants of plan-based awards table. Filing ↗
6Section 03, Patrick Kirscht RSUDEF 14A2026-06-290001140361-26-026773Section “Executive Compensation” · grants of plan-based awards table. Filing ↗machine: span 1100136–1100143
7Section 03, Kathleen Layton PSUDEF 14A2026-06-290001140361-26-026773Section “Executive Compensation” · grants of plan-based awards table. Filing ↗
8Section 03, Kathleen Layton RSUDEF 14A2026-06-290001140361-26-026773Section “Executive Compensation” · grants of plan-based awards table. Filing ↗machine: span 1064757–1064764
9Section 03, Kathleen Layton RSUDEF 14A2026-06-290001140361-26-026773Section “Executive Compensation” · grants of plan-based awards table. Filing ↗machine: span 1069788–1069795
10Section 03, Raul Vazquez RSUDEF 14A2026-06-290001140361-26-026773Section “Executive Compensation” · grants of plan-based awards table. Filing ↗machine: span 1048551–1048560
11Section 03, Raul Vazquez PSUDEF 14A2026-06-290001140361-26-026773Section “Executive Compensation” · grants of plan-based awards table. Filing ↗
12Section 08, Louis P. MiramontesDEF 14A2026-06-290001140361-26-026773Section “Director Compensation”. As printed: 200,417. Filing ↗machine: span 549996–550175
13Section 08, Sandra A. SmithDEF 14A2026-06-290001140361-26-026773Section “Director Compensation”. As printed: 177,761. Filing ↗machine: span 554180–554359
14Section 08, Ginny LeeDEF 14A2026-06-290001140361-26-026773Section “Director Compensation”. As printed: 173,171. Filing ↗machine: span 545902–546081
15Section 08, Mohit DaswaniDEF 14A2026-06-290001140361-26-026773Section “Director Compensation”. As printed: 171,312. Filing ↗machine: span 543706–543885
16Section 08, Richard TamborDEF 14A2026-06-290001140361-26-026773Section “Director Compensation”. As printed: 169,115. Filing ↗machine: span 556111–556333
17Section 08, Carlos MinettiDEF 14A2026-06-290001140361-26-026773Section “Director Compensation”. As printed: 166,285. Filing ↗machine: span 547833–548012
18Section 08, Jo Ann BarefootDEF 14A2026-06-290001140361-26-026773Section “Director Compensation”. As printed: 166,285. Filing ↗machine: span 541776–541955
19Section 08, Warren WilcoxDEF 14A2026-06-290001140361-26-026773Section “Director Compensation”. As printed: 134,072. Filing ↗machine: span 560201–560379
20Section 08, R. Neil WilliamsDEF 14A2026-06-290001140361-26-026773Section “Director Compensation”. As printed: 46,018. Filing ↗machine: span 557226–557407
21Section 08, Scott ParkerDEF 14A2026-06-290001140361-26-026773Section “Director Compensation”. As printed: 26,828. Filing ↗machine: span 550956–551137
22Section 08, Douglas BlandDEF 14A2026-06-290001140361-26-026773Section “Director Compensation”. As printed: 0. Filing ↗
23Section 06, 2026 voteForm 8-K2026-08-140001538716-26-000084Item 5.07 · say-on-pay result. As reported: 95.92% (votes for as printed: 24,589,509). Filing ↗
24Section 06, 2025 voteForm 8-K2025-07-230001538716-25-000072Item 5.07 · say-on-pay result. As reported: 90.03% (votes for as printed: 25,769,766). Filing ↗
25Section 06, 2024 voteForm 8-K2024-06-280001538716-24-000089Item 5.07 · say-on-pay result. As reported: 88.38% (votes for as printed: 14,271,495). Filing ↗
26Section 01 trend, Δ column (computed)ComputedcomputedΔ = current-FY total − prior-FY total per named officer.machine: formula: Δ = FY(n) − FY(n−1)
27Section 03b vehicle mix (computed)ComputedcomputedRSU / PSU / Options grant-date fair values summed per officer from the grants table; % performance-vested = PSU ÷ (RSU+PSU+Options).machine: formula: sums + PSU ratio
28Section 09b board cost (computed)ComputedcomputedCash 526,103 + equity 905,165 + all other 0 = 1,431,268, summed across the director compensation table rows.machine: formula: Σ = 1,431,268
29SoFi Technologies, Section 10b CEO totalDEF 14A2026-04-300001818874-26-000032CEO total compensation as printed in SoFi Technologies's own proxy. As printed: 30,275,733. Filing ↗machine: span 683389–683399
30Enova International, Section 10b CEO totalDEF 14A2026-04-020001193125-26-138937CEO total compensation as printed in Enova International's own proxy. As printed: 11,703,176. Filing ↗machine: t29 · r2 · c29 · span 933846–933856
31PROG Holdings, Section 10b CEO totalDEF 14A2026-03-260001808834-26-000053CEO total compensation as printed in PROG Holdings's own proxy. As printed: 9,880,430. Filing ↗machine: t188 · r2 · c22 · span 827603–827612
32Upstart Holdings, Section 10b CEO totalDEF 14A2026-04-160001193125-26-158972CEO total compensation as printed in Upstart Holdings's own proxy. As printed: 9,670,835. Filing ↗machine: r3 · c39 · span 509572–509581
33MoneyLion, Section 10b CEO totalDEF 14A2024-04-290001213900-24-037177CEO total compensation as printed in MoneyLion's own proxy. As printed: 6,595,566. Filing ↗machine: r1 · c12 · span 387803–387812
34LendingTree, Section 10b CEO totalDEF 14A2026-04-270001140361-26-017148CEO total compensation as printed in LendingTree's own proxy. As printed: 4,888,692. Filing ↗machine: r2 · c7 · span 645947–645956
35LendingClub, Section 10b CEO totalDEF 14A2026-04-210001140361-26-015923CEO total compensation as printed in LendingClub's own proxy. As printed: 4,823,478. Filing ↗machine: r2 · c25 · span 802228–802237
36Oportun Financial (subject), Section 10b CEO totalDEF 14A2026-06-290001140361-26-026773CEO total compensation as printed in Oportun Financial's own proxy. As printed: 4,327,855. Filing ↗machine: r2 · c22 · span 969390–969399
37Atlanticus, Section 10b CEO totalDEF 14A2026-04-100001437749-26-012028CEO total compensation as printed in Atlanticus's own proxy. As printed: 2,099,003. Filing ↗machine: r5 · c23 · span 228717–228726
38OppFi, Section 10b CEO totalDEF 14A2026-04-280001193125-26-187424CEO total compensation as printed in OppFi's own proxy. As printed: 1,599,726. Filing ↗machine: span 421585–421594
39Section 10a, PROG Holdings reciprocityDEF 14A0001808834-26-000053PROG Holdings's most recent proxy was read; its disclosed peer group does not include Oportun Financial. Filing ↗
40Section 10a, OppFi reciprocityDEF 14A0001193125-26-187424OppFi's most recent proxy was read; its disclosed peer group does not include Oportun Financial. Filing ↗
41Section 10a, Enova International reciprocityDEF 14A0001193125-26-138937Enova International's most recent proxy was read; its disclosed peer group does not include Oportun Financial. Filing ↗
42Section 10a, LendingClub reciprocityDEF 14A0001140361-26-015923LendingClub's most recent proxy was read; its disclosed peer group does not include Oportun Financial. Filing ↗
43Section 10a, LendingTree reciprocityDEF 14A0001140361-26-017148LendingTree's most recent proxy was read; its disclosed peer group does not include Oportun Financial. Filing ↗
44Section 10a, SoFi Technologies reciprocityDEF 14A0001818874-26-000032SoFi Technologies's most recent proxy was read; its disclosed peer group does not include Oportun Financial. Filing ↗